Partner With Us
We partner with tax & financial professionals that want to add cash balance plans to their practice without having to become an expert. What makes our firm unique is that we provide "done for you" closing services, which means if you bring us a case, we will close it for you. This allows the professionals we partner with to build their practice, open new lines of revenue, and leverage our strategic network to provide value to their clients.
​Open New Lines of Revenue
For Tax Professionals
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Tax professionals utilize our services to enhance the tax savings for their clients and increase their recurring tax advisory fees.
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Our strategies have the ability to save clients six figures in taxes annually. Tax professionals are able to charge a tax advisory fee for these annual tax savings.
We do all the work, you take all the credit.
For Financial Professionals
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Financial Professionals utilize our services to open new lines of revenue, offer advanced tax planning to business owner clientele, utilize our expertise, and leverage their time.
You bring us a case, we close it for you, we split the case with you.
How we Partner with Professionals
Our singular focus is to strengthen the services you provide, increase your client retention and grow your business. When we partner with professionals it is important to understand everyones roles and responsbilites to accomplish these objectives. Listed below are the details of our advisor partnerships:​
Advisor Responsibilities
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Warm Introductions to Clients / Prospects
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Appointment Setting
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Client Relationship Management
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Signing Paperwork
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Collecting Payments
Oakwood Summit Responsibilities
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Fact Finding
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Plan Design
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Appointment Presentations
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Prepare Paperwork
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Plan Implementation
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Plan Administration
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Subject Matter Expertise
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Access to Back Office Support
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Access to Team of ERISA Experts & ERISA Attorneys
Access to our Strategic Network
Our strategic partnerships give us access to the experteise and resources of the firms we align with. When partnering with our firm we will can make introductions to our network that specialize in the following areas:
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​Access to Capital
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Financing
Options for small business lending and tax credit advances
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Tax Credits
Filing support to claim credits for SECURE Act 2.0 and ERTC
​Staying Compliant
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HR Compliance Services
Extend your team and ensure compliance with HR Tools and expertise.
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Benefit Services
Wellness, workers comp, administration for COBRA, HSA, FSA and more
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Entity Registration
Payroll tax registration and business compliance
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ACA Reporting
Maintain compliance for healthcare benefits report
​Managing Talent
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Payroll & HR
Automate and streamline payroll, hiring, onboarding, and employee records
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Time & Attendance
Increase efficiency and visibility for time & attendance
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Earned Wage Access
Offer employees access to wages on-demand
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Backround Checks
Efficient screening options to protect your business
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Employment Verification
Speed verification for income and employment